There's no better time than the beginning of the year (and just a few months before tax time) to take an overview of your financial picture and make any necessary tweaks and tune-ups.
This show is Part 2 of our previous podcast which aired on Monday and we finish covering 8 areas you may want to take a look at:
1. review your retirement goals
2. review your investment portfolio
3. tax planning
4. income planning
5. health care expenses
6. budgeting and spending
7. optimizing your Social Security benefits strategy
8. estate planning
Listen in.
>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>
LET'S CONNECT
Show website:
https://www.providencefinancialpodcast.com
Find us at:
https://www.providencefinancialinc.com
Get to know Anthony:
https://anthonysaccaro.com
Anthony's book:
https://morelifethanmoneybook.com
Amazon Author Page:
https://amazon/author/anthonysaccaro
YouTube:
https://www.youtube.com/c/AnthonySaccaro/featured
Radio:
https://www.providencefinancialradio.com
Yelp:
https://www.yelp.com/biz/providence-financial-and-insurance-services-inc-woodland-hills
Facebook:
https://www.facebook.com/Providence.FinancialInc/
Twitter:
https://twitter.com/AnthonySaccaro
LinkedIN:
https://www.linkedin.com/in/anthonysaccaro/
